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Journey of a Fee Only Financial Planner Jeff Dvorak
Jeff Dvorak joins me on this week's episode of Wine and Dime. Jeff shares with us his journey to being a financial planner. From his upbringing to his college days to his career, Jeff offers insights about his life as a financial planner and what drives him to help his clients. Jeff is the owner of 4D Financial Advisors who is an independent, fee-only financial advisory firm for female professional leaders.
What will you learn:
- Jeff's journey to working focusing his work on female financial planners
- How listening can change your perspective
Don't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on a journey of financial growth and empowerment. Join host Amy Irvine as she simplifies personal finance, making it accessible to everyone, from beginners to seasoned experts. By subscribing, you'll stay up-to-date with each episode, gaining access to practical tips, inspiring stories, and expert insights that will help you take control of your financial future. Whether you're looking to budget smarter, invest wisely, or secure your retirement, "Money Roots" has something for everyone. Subscribe now and start nurturing your financial well-being!
If you have any questions that you would like answered on the show, feel free to email us at [email protected]
Or visit us at www.rootedpg.com/podcasts for full show notes and links!
- 4D Financial Advisors - JEFF DVORAK, CFP®, CPWA®
Throughout my life, I have witnessed powerful, selfless women navigate the stressors of their life effortlessly. Standing on the sidelines, I can’t help but admire the sacrifices they have made to advance their career, raise a family and maintain a semblance of a social life, doing it all with finesse. With my guidance, and through my passion for helping others, I can provide you with a means of finding financial freedom and life balance.
ABOUT 4D
AS A PROFESSIONAL WOMAN AND LEADER, YOU REGULARLY PRIORITIZE, DELEGATE, AND MANAGE BOTH AT WORK AND AT HOME. YOU KNOW HOW IMPORTANT IT IS TO HAVE A RELIABLE TEAM IN PLACE TO HELP YOU RUN THINGS MORE SMOOTHLY.
A TRUSTED FINANCIAL PARTNER IS ONE PIECE OF THAT TEAM, ESPECIALLY ONE WHO KNOWS HOW TO GROW WITH YOU AND YOUR CAREER. THAT'S WHERE 4D COMES IN. WE BRING YEARS OF EXPERIENCE AND PERSPECTIVE TO OUR RELATIONSHIP, AS BOTH FINANCIAL ADVISORS AND PEERS WHO ALSO BALANCE THE WORK/LIFE JOURNEY. THAT'S WHY WE'RE CONFIDENT WE CAN HELP YOU DESIGN THE LIFE YOU WANT TO LIVE.
WHO WE ARE:
We are an independent, fee-only financial advisory firm for female professional leaders.
WHAT WE DO:
We make the complex, simple. We put everything into terms you understand and then give you advice, allowing you to make the best choices with all the information you need.
WHAT WE STAND FOR:
The power of education, the importance of a clear perspective, and the impact of intentional choice.
WHY WE ARE DIFFERENT:
We truly care about you, not just your finances. We're real people! We have families and strive to help our communities.
WHY THAT MATTERS:
Owning your decisions today will impact your tomorrow--and will give you confidence in achieving the future you imagine.Kunde Family Winery - Sonoma Estate Winery Jacuzzi Wines - Dolcetto
This episode is brought to you by Rooted Planning Group. Rooted Planning Group is a fee-only financial planning firm that specializes in working with women in their 30s and 40s who want to take control of their finances and plan for the future. Whether you're just starting out or you're looking to make a big change, Rooted Planning Group can help.
Visit www.rootedpg.com to learn more.
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By Amy Irvine
5
1010 ratings
Jeff Dvorak joins me on this week's episode of Wine and Dime. Jeff shares with us his journey to being a financial planner. From his upbringing to his college days to his career, Jeff offers insights about his life as a financial planner and what drives him to help his clients. Jeff is the owner of 4D Financial Advisors who is an independent, fee-only financial advisory firm for female professional leaders.
What will you learn:
- Jeff's journey to working focusing his work on female financial planners
- How listening can change your perspective
Don't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on a journey of financial growth and empowerment. Join host Amy Irvine as she simplifies personal finance, making it accessible to everyone, from beginners to seasoned experts. By subscribing, you'll stay up-to-date with each episode, gaining access to practical tips, inspiring stories, and expert insights that will help you take control of your financial future. Whether you're looking to budget smarter, invest wisely, or secure your retirement, "Money Roots" has something for everyone. Subscribe now and start nurturing your financial well-being!
If you have any questions that you would like answered on the show, feel free to email us at [email protected]
Or visit us at www.rootedpg.com/podcasts for full show notes and links!
- 4D Financial Advisors - JEFF DVORAK, CFP®, CPWA®
Throughout my life, I have witnessed powerful, selfless women navigate the stressors of their life effortlessly. Standing on the sidelines, I can’t help but admire the sacrifices they have made to advance their career, raise a family and maintain a semblance of a social life, doing it all with finesse. With my guidance, and through my passion for helping others, I can provide you with a means of finding financial freedom and life balance.
ABOUT 4D
AS A PROFESSIONAL WOMAN AND LEADER, YOU REGULARLY PRIORITIZE, DELEGATE, AND MANAGE BOTH AT WORK AND AT HOME. YOU KNOW HOW IMPORTANT IT IS TO HAVE A RELIABLE TEAM IN PLACE TO HELP YOU RUN THINGS MORE SMOOTHLY.
A TRUSTED FINANCIAL PARTNER IS ONE PIECE OF THAT TEAM, ESPECIALLY ONE WHO KNOWS HOW TO GROW WITH YOU AND YOUR CAREER. THAT'S WHERE 4D COMES IN. WE BRING YEARS OF EXPERIENCE AND PERSPECTIVE TO OUR RELATIONSHIP, AS BOTH FINANCIAL ADVISORS AND PEERS WHO ALSO BALANCE THE WORK/LIFE JOURNEY. THAT'S WHY WE'RE CONFIDENT WE CAN HELP YOU DESIGN THE LIFE YOU WANT TO LIVE.
WHO WE ARE:
We are an independent, fee-only financial advisory firm for female professional leaders.
WHAT WE DO:
We make the complex, simple. We put everything into terms you understand and then give you advice, allowing you to make the best choices with all the information you need.
WHAT WE STAND FOR:
The power of education, the importance of a clear perspective, and the impact of intentional choice.
WHY WE ARE DIFFERENT:
We truly care about you, not just your finances. We're real people! We have families and strive to help our communities.
WHY THAT MATTERS:
Owning your decisions today will impact your tomorrow--and will give you confidence in achieving the future you imagine.Kunde Family Winery - Sonoma Estate Winery Jacuzzi Wines - Dolcetto
This episode is brought to you by Rooted Planning Group. Rooted Planning Group is a fee-only financial planning firm that specializes in working with women in their 30s and 40s who want to take control of their finances and plan for the future. Whether you're just starting out or you're looking to make a big change, Rooted Planning Group can help.
Visit www.rootedpg.com to learn more.